Roshan Private Wealth Management, LLC

Overview

Roshan Private Wealth Management, LLC is a Florida-registered limited liability company that provides portfolio management services to individuals and small businesses. The firm is privately owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its practice does not emphasize ESG integration, and it operates as a single-state adviser rather than a multi-state or institutional pension consultant. The firm indicates a straightforward advisory focus rather than acting as a capital allocator or a related-adviser network participant.

Investments & Alternatives

Location & Offices